Sales

Client Base Enrichment

Extended lead profiles with automated upsale recommendations

An add-on for your CRM that enriches lead data from LinkedIn, Facebook, and tools like Clay and Apollo. Each BDM receives extended profiles with interests, recent events, and AI-generated upsale recommendations tailored to each lead.

01 — Who It's For

B2B businesses with average deal sizes of $5,000+ looking to maximize value from their existing client base.

02 — Value

What You Get

Business Development

Extended lead profiles with social activity and interests
Information on recent events (relocations, promotions, corporate events)
AI-generated upsale recommendations specific to each lead

C-Level

Increased sales conversion rates
Growth in upsale revenue
Better client relationships through personalized engagement

03 — Process

How We Build It

The product integrates with your CRM, enriches data from social platforms and tools like Clay, and uses AI to generate actionable insights and recommendations.

CRM Integration

~2 weeks

Build custom integration to collect and supplement lead data

Enrichment Engine

~3 weeks

Create parsers for LinkedIn/Facebook profiles and integrate Clay for emails/phones

Profile AI Agent

~1 week

Build AI agent for generating extended lead profiles

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